Rethinking the Role of Fixed Income Along the Retirement Savings Journey: From Theory to Practice

We believe that target date funds should align with evolving participant objectives, and fixed income plays a critical role in managing risk.
Fixed Income Evolution

Advertisement
MFS Logo
Advertisement

We believe fixed income should evolve across the glide path as participants’ objectives change over time. This includes the absolute level of fixed income allocation and its composition of fixed income sub-asset classes.

SEE ALSO:

MFS Enhances Collective Investment Trust Line

The role of third-party ESG ratings providers in the fund selection process

MFS Logo
Global Investment Strategist & Risk Manager at  | Web |  + posts

In 1924, MFS launched the US' first open-end mutual fund. More than 100 years later, we are a full-service global investment manager serving financial advisors, intermediaries, and institutional clients around the world. Our time-tested, active investing approach combines collective expertise, long-term discipline and thoughtful risk management to uncover what we believe are the best investment opportunities in the public markets.

Previous Article
IRA rollover

Help for Advisors in Advance of New IRA Rollover Requirements

Next Article
Single recordkeeper

401k Plan Sponsors See Value in Using a Single Recordkeeper

Total
0
Share